Westwood Holdings Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
8,140
+67
| +0.8% | +$7.99K | 0.01% | 352 |
|
|
2025
Q1 | $997K | Sell |
8,073
-2,113
| -21% | -$261K | 0.01% | 358 |
|
|
2024
Q4 | $1.16M | Buy |
10,186
+2,872
| +39% | +$327K | 0.01% | 361 |
|
|
2024
Q3 | $961K | Buy |
7,314
+442
| +6% | +$58.1K | ﹤0.01% | 371 |
|
|
2024
Q2 | $970K | Buy |
6,872
+3,736
| +119% | +$527K | ﹤0.01% | 356 |
|
|
2024
Q1 | $512K | Hold |
3,136
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $418K | Sell |
3,136
-115
| -4% | -$15.3K | ﹤0.01% | 403 |
|
|
2023
Q3 | $391K | Buy |
3,251
+65
| +2% | +$7.82K | ﹤0.01% | 396 |
|
|
2023
Q2 | $304K | Sell |
3,186
-785
| -20% | -$74.9K | ﹤0.01% | 436 |
|
|
2023
Q1 | $403K | Buy |
3,971
+73
| +2% | +$7.41K | ﹤0.01% | 426 |
|
|
2022
Q4 | $406K | Buy |
3,898
+40
| +1% | +$4.17K | ﹤0.01% | 442 |
|
|
2022
Q3 | $311K | Sell |
3,858
-328
| -8% | -$26.4K | ﹤0.01% | 416 |
|
|
2022
Q2 | $343K | Sell |
4,186
-136
| -3% | -$11.1K | ﹤0.01% | 410 |
|
|
2022
Q1 | $374K | Sell |
4,322
-2,354
| -35% | -$204K | ﹤0.01% | 400 |
|
|
2021
Q4 | $484K | Buy |
6,676
+1,315
| +25% | +$95.3K | ﹤0.01% | 382 |
|
|
2021
Q3 | $376K | Sell |
5,361
-3,368
| -39% | -$236K | ﹤0.01% | 385 |
|
|
2021
Q2 | $749K | Sell |
8,729
-1,255
| -13% | -$108K | 0.01% | 364 |
|
|
2021
Q1 | $815K | Hold |
9,984
| – | – | 0.01% | 354 |
|
|
2020
Q4 | $699K | Sell |
9,984
-697
| -7% | -$48.8K | 0.01% | 353 |
|
|
2020
Q3 | $554K | Buy |
10,681
+1,498
| +16% | +$77.7K | 0.01% | 350 |
|
|
2020
Q2 | $661K | Buy |
9,183
+1,500
| +20% | +$108K | 0.01% | 347 |
|
|
2020
Q1 | $412K | Sell |
7,683
-64
| -0.8% | -$3.43K | 0.01% | 356 |
|
|
2019
Q4 | $863K | Sell |
7,747
-130
| -2% | -$14.5K | 0.01% | 353 |
|
|
2019
Q3 | $807K | Sell |
7,877
-1,074
| -12% | -$110K | 0.01% | 354 |
|
|
2019
Q2 | $838K | Hold |
8,951
| – | – | 0.01% | 367 |
|
|
2019
Q1 | $852K | Sell |
8,951
-241
| -3% | -$22.9K | 0.01% | 331 |
|
|
2018
Q4 | $792K | Sell |
9,192
-90
| -1% | -$7.76K | 0.01% | 312 |
|
|
2018
Q3 | $1.05M | Sell |
9,282
-19
| -0.2% | -$2.14K | 0.01% | 308 |
|
|
2018
Q2 | $1.05M | Buy |
9,301
+4,233
| +84% | +$476K | 0.01% | 320 |
|
|
2018
Q1 | $464K | Buy |
5,068
+416
| +9% | +$38.1K | ﹤0.01% | 364 |
|
|
2017
Q4 | $471K | Buy |
4,652
+283
| +6% | +$28.7K | ﹤0.01% | 354 |
|
|
2017
Q3 | $400K | Hold |
4,369
| – | – | ﹤0.01% | 357 |
|
|
2017
Q2 | $361K | Hold |
4,369
| – | – | ﹤0.01% | 365 |
|
|
2017
Q1 | $346K | Hold |
4,369
| – | – | ﹤0.01% | 357 |
|
|
2016
Q4 | $378K | Sell |
4,369
-25
| -0.6% | -$2.16K | ﹤0.01% | 397 |
|
|
2016
Q3 | $354K | Sell |
4,394
-691
| -14% | -$55.7K | ﹤0.01% | 406 |
|
|
2016
Q2 | $403K | Sell |
5,085
-601
| -11% | -$47.6K | ﹤0.01% | 352 |
|
|
2016
Q1 | $492K | Buy |
+5,686
| New | +$492K | ﹤0.01% | 342 |
|